• All blog entries
    • Calculators
    • Case studies
    • Cost of living
    • CPF Are You Ready?
    • CPF Matters
    • Credit Management
    • e-Learning
    • Estate Planning
    • Events
    • Financial advisers
    • High Networth
    • Insurance
    • Investments
    • Letters to the Press
    • Magazines
    • Others
    • Retirement Planning
    • Scams
    • Surveys
    • Tragic Stories
    • Unethical sales process
    • Videos
  • Legal
  • Testimonies
    • Individual testimonies
    • Gallery
  • My Account
Hi, looking for a fee-based financial planner in Singapore? Read this article now!
  • Home
  • About
    • About Wilfred Ling
    • Why do you run your own professional financial planning practice?
  • FAQs
    • FAQs on Wilfred Ling’s Financial Services
    • FAQs on Financial Planning
    • FAQs on Investments
    • FAQs on Insurance
    • FAQs on Estate Planning
  • Services
    • Overview
    • Create a financially secure plan for your young family (package details)
    • Retirement Planning
    • Investment Portfolio Management
    • Insurance Planning
  • Fees
  • Cool Tools
  • Contact
  • Subscribe

Investment Portfolio Management

This is suited for investors who is looking for a professional financial adviser to manage their investments.

The Investment Portfolio Management service matches their risk profile, time horizon and objectives with a suitable portfolio. The portfolio will be managed according to the Investment Policy Statement (IPS).

This service is only meant for existing clients who have done retirement planning.

Wilfred Ling, who holds the CFA Charterholder designation, is the portfolio adviser.

Benefits

  1. Clients' investments are professionally managed.
  2. If in doubt, you can call/WhatsApp the portfolio manager directly.
  3. Receive monthly report based on actual investments and not based on a generic model portfolio.
  4. Each client's investments are individually constructed. No two clients have the identical investments.
  5. Investments bought through other advisers can be included into the portfolio. No need to surrender your existing (lemon) investment linked policies.

Investment Process

The investment process consists of three steps:

  1. Development of Investment Policy Statements (IPS)
  2. Onboarding investments and
  3. Quarterly review and rebalancing.

The IPS is jointly decided by the financial adviser and the client which includes the following:

  • Risk and return objectives
  • Time horizon
  • Tax constrains
  • Liquidity constraints
  • Legal and regulatory constraints; and
  • Other unique circumstances

The IPS serves as a guide as to how the portfolio is to be managed. Changes to the IPS can be done as and when necessary but for effective investment management, IPS should not be change for at least three years.

The second step is onboarding which consists of selecting the appropriate portfolios.

The portfolio will subsequently be reviewed and rebalance on the quarterly basis. There is no charge for rebalancing.

An example of model portfolio for pure capital gain using index funds (minimum $2.5m)



An example of model portfolio to provide dividend yield of 7%pa for retirees (minimum $500,000)



An example of an actual client's portfolio performance (7% pa)



Interested?

If you are interested, do contact me HERE.

Share this:

  • Tweet
  • Print

WILFRED LING, CFA

WANT TO GET REGULAR TIPS ON FINANCIAL PLANNING?

JOIN with thousands of other subscribers in getting tips on all aspect of financial planning such as "What is the minimum salary required?", "How avoid insurance that is not suitable", etc.


WILFRED LING IN THE NEWS

Click HERE to find out more.


THE KIND OF CLIENTS I AM LOOKING FOR

NEW TO US?

Learn how you can fully benefit from this massive website: HERE

For Registered Users Only (free)

  • Webinar on Major change in cancer treatments in your integrated shield plans 3/9/2022
  • How and what to invest now? (Webinar) 28/7/2022
  • How to identify high performing unit trusts in 3 steps (Webinar) 3/9/2021
  • Financial Planning – Christian Perspective Part 2 (Webinar) 14/8/2021
  • How and what to invest now? (Webinar) 22/7/2021

View All

For Clients Only

  • Video Message to Clients 30/12/2021
  • Exclusive client-only Investment Update Webinar by Wilfred 26/11/2021
  • JPMorgan Guide to Market Q2 2020 15/4/2020
  • JPMorgan Perspective Q2 2020 15/4/2020
  • JPMorgan Guide to Market Q1 2020 5/2/2020

View All

Top Posts

  • Strange way of how CPF Interest is calculated & retirement planning CPF has a rather strange way of calculating interest. I...
  • AIA Pro Achiever 2.0 and my recommendations AIA Pro Achiever 2.0 was a product which someone recent...
  • CPF: How to Accumulate $1m in your CPF by 57? I read online that there are people who wants to achiev...
  • Access Information & Sign Up Page
  • Three Approaches to Investments Someone wrote to me the following comment: “I invested...

Recent comments

  • Sinkie on What Can You Invest If You Have $400k?
  • Sinkie on Why Vanguard Fund Investors Underperformed The Fund Significantly?
  • Sinkie on Why You Always BUY HIGH In Investments?
  • honest_me on Cancer patient ends up with $33,000 bill after insurer refuses to pay for drug & what you must do to avoid this situation
  • susan on Single Premium NTUC Income SAIL
  • susan on Single Premium NTUC Income SAIL

To be notified of new blog post, like this facebook page

To be notified of new blog post, like this facebook page

Read articles based on different categories

Investment Login

iFAST Central: Login

iFAST Prestige: Login

Navigator: Login

Chartered Financial Analyst

CFA

Chartered Financial Consultant

ChFC

Featured Blogger

IM$avvy

© Copyright 2006-2023 Wilfred Ling

This advertisement or publication has not been reviewed by the Monetary Authority of Singapore

hollow-nasty
hollow-nasty
hollow-nasty
hollow-nasty